Microsoft Dynamics 365 Sales – the intelligent CRM to accelerate your sales
Automate sales processes, uncover new opportunities, and build lasting customer relationships. With built-in AI and a unified customer view, you can make quick decisions and close more deals.
Unlock new opportunities with Dynamics 365 Sales
Unlock the potential of your sales team with Dynamics 365 Sales
Discover your company’s true potential with Dynamics 365 Sales
No more lost leads or forgotten follow-ups—Microsoft Dynamics 365 and Copilot help you build clear pipelines, strong relationships, and intelligent sales. Here’s how it works in practice:
Lead and Opportunity Management
- Centralized contacts: Track every lead in one view—from first interaction to conversion—so no opportunity is missed.
- Automatic qualification: Identify the most promising opportunities using predictive scores and AI suggestions, optimizing time and resources.
- Offer creation and analysis: Quickly create quotes from opportunities, analyze won/lost data, and refine strategies with Copilot.
Smart Pipeline and Forecasting
- Pipeline visualization: Monitor each deal’s status with dynamic dashboards and AI insights, and act quickly on priorities.
- Predictive forecasting: Use machine learning algorithms for accurate forecasts and better resource planning.
- Step-by-step sales process: From lead to close, every step is under control.
Automation and Productivity
- Process automation: Reduce repetitive tasks like updates, email creation, and offers with intelligent automated workflows.
- Integration with Outlook and Teams: Manage communications and meetings directly from your CRM without switching platforms.
- Product catalog and pricing: Organize products, discounts, price lists, and customer-specific offers.
360° Customer Relationships
- Unified customer profile: View customer purchase data, interactions, and preferences in a single dashboard.
- Personalized engagement: Run cross-selling campaigns with AI suggestions and boost sales.
LinkedIn Integration and Social Selling
- LinkedIn Sales Navigator: Discover quality leads and sync their info into the CRM.
- Social listening: Track mentions and feedback on social platforms using advanced tools to improve customer experience and brand reputation.
Real-Time Reports and Analytics
- Custom dashboards: Set KPIs to measure sales impact with clear, graphical reports.
- Advanced reporting: Generate detailed analyses to assess performance, trends, and improvement areas.
Innovio and Dynamics 365 Sales: accelerating your business growth together
Transforming your sales department can feel like a leap into the unknown, but with the right support, every change becomes a springboard. You’re not alone with us: our team is here to listen and guide you through each step.
From initial analysis to CRM customization and post-go-live support, we ensure the solution is tailored to your business needs, optimizing every part of the sales cycle. Because your success is our success.
The answers you’re looking for: Microsoft Dynamics 365 Sales FAQ
A sales process involves repeatable steps that salespeople follow when interacting with a potential customer. It typically includes these stages:
- Lead: An individual showing interest in your company’s products/services.
- Lead qualification: Marking a lead as qualified in Dynamics 365 Sales converts it into an opportunity.
- Development: Details such as products/services of interest, estimated revenue, and timelines are added to the opportunity.
- Proposal: Presenting a commercial offer to the potential customer.
- Closure: Once the customer accepts the offer, an order is generated. The related offer and opportunity are marked as won.
- Fulfillment: After the order is fulfilled, an invoice is generated for the customer.
How does Dynamics 365 Sales differ from a generic CRM?
Dynamics 365 Sales provides built-in AI features, visual pipeline management, automation, and seamless integration with Outlook, Teams, and LinkedIn, alongside extensive customization options to adapt to any sales model.
How are products and price lists managed within Dynamics 365 Sales?
The CRM features a dedicated “Product Catalog” section, simplifying searches and streamlining the creation of offers and orders. You can configure product families, discount lists, price lists, and sales units tailored to your company’s needs.
Can I use Dynamics 365 Sales on-premises?
Dynamics 365 Sales is no longer available as an on-premises solution. It is exclusively offered as a cloud service, ensuring continuous updates and infrastructure managed directly by Microsoft.
Is Dynamics 365 Sales suitable for small and medium-sized businesses?
Absolutely. Microsoft Dynamics Sales is scalable and modular, making it ideal for both emerging businesses and larger enterprises. You can start with basic features and add modules as your business grows.
Where are my company's data stored?
Your data is securely stored in Microsoft Azure data centers located in 61 countries worldwide (including 6 in Europe). This ensures compliance with regulations, maximum reliability, automatic backups, and data encryption.
How is data security managed?
In addition to Azure storage, Microsoft employs high standards of encryption, automatic backups, and regulatory compliance. You can also define customized roles and permissions to protect your company’s sensitive information.
Does Microsoft Dynamics 365 Sales integrate with other Microsoft products (Business Central, Power BI)?
Yes, native integration within the Microsoft ecosystem is a key strength of Dynamics 365 Sales. It connects seamlessly with Business Central, Power BI, Teams, Outlook, and more, unifying data and processes in one platform.
Can the solution be customized to my industry?
Certainly. Dynamics 365 Sales offers a marketplace of extensions and add-ons developed by Microsoft and partners to meet specific industry requirements.
How long does it take to implement Microsoft Dynamics 365 Sales?
Implementation time depends on process complexity and data migration volume. Typically, a standard project can take between 3 and 6 weeks. Thanks to our personalized approach, we minimize risks and ensure a smooth transition.
What kind of support and training are included?
We provide personalized training, updated documentation, and ongoing support to fully leverage Dynamics 365 Sales from day one.
How much does Microsoft CRM Sales cost?
Pricing varies based on the chosen license and included features. Available options include Dynamics 365 Sales Professional, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Premium, and Dynamics 365 Relationship Sales. Additional costs may apply for implementation and project-related activities. For detailed and updated pricing, contact us for a customized assessment.
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